Business Services

A business plan is a document that summarizes the operational and financial objectives of a business and contains the detailed plans and budgets showing how the objectives are to be realized. It is the road map to the success of your business. For anyone starting a business, it's a vital first step. We guide you through the development process.

Every business needs to begin with a well-structured plan that is based in thorough research, competitive positioning and attainable outcomes. Your plan should be the basis for your activities over the coming months and shouldn't include the same old, tired methods. Let us assist you with some of the latest techniques.

 Restructuring is an action taken by a company to significantly modify the financial and operational aspects of the company, usually when the business is facing financial pressures. We can guide you through the process of significantly modifying the debt, operations or structure of a company as a way of limiting financial harm and improving the business. 

Our business services include assistance with acquisitions, mergers or stockholder negotiation. We can either prepare you for the process by unearthing opportunities or pitfalls. Or, we can actually act as your proxy in the process. In either case, you can continue to operate your business knowing that the negotiations are in competent hands.

 Change management is increasingly becoming a highly recognized and necessary area. In most cases business owners are the worst choice for managing change. They are too close to the problem. Change, in any business needs to be viewed through an objective and trained set of eyes. That's where we come in.

  Non-profit organizations need thorough and professional evaluation from an outside source on a routine basis. We have had years of experience in serving on non-profit boards and evaluating all internal and external functions.    

Objective evaluation of factors that pose a risk to a business is critical to business success. Initially, we help you identify and analyze the risks and determine the best method to mitigate the risk. In many cases, transferring the risk with insurance is necessary. We can market your insurance, evaluate the proposals and make recommendations on what insurance to purchase.